Jesus RodriguezCRD Number: 1017572
Current Firm: Ims Financial Advisors, Inc.
Jesus Rodriguez (CRD# 1017572) is an Investment Advisor Representative working at Ims Financial Advisors, Inc. in Miami, FL and has over 16 years of experience in the finance industry.
Northstar Financial Planners, Inc.
|Ims Securities, Inc.||Houston, TX||Mar 2000 - Current||18|
|Ims Financial Advisors, Inc.||Houston, TX||Mar 2000 - Current||18|
|Jdr Financial Group, Inc.||Miami, FL||Sep 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2001|
- Customer Dispute
Total Assets Under Management83MILLIONS
Total Number of Accounts456ACCOUNTS
Average Account Value$182,436
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IN, KS, LA, MA, MD, MI, MO, MS, NC, NE, NJ, NM, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WV